Baldwin Insurance Current Valuation vs. Market Capitalization

BWIN Stock   38.93  0.82  2.06%   
Based on the measurements of profitability obtained from Baldwin Insurance's financial statements, The Baldwin Insurance may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Baldwin Insurance's ability to earn profits and add value for shareholders. At this time, Baldwin Insurance's Price To Sales Ratio is very stable compared to the past year. As of the 23rd of December 2024, Price Sales Ratio is likely to grow to 2.79, while Days Sales Outstanding is likely to drop 134.91. As of the 23rd of December 2024, Net Income Per E B T is likely to grow to 0.58, while Accumulated Other Comprehensive Income is likely to drop about 688.9 M.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.260.2743
Notably Down
Slightly volatile
For Baldwin Insurance profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baldwin Insurance to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Baldwin Insurance utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baldwin Insurance's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Baldwin Insurance over time as well as its relative position and ranking within its peers.
  
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Is Insurance Brokers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Baldwin Insurance. If investors know Baldwin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Baldwin Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.80)
Revenue Per Share
21.258
Quarterly Revenue Growth
0.144
Return On Assets
0.0151
Return On Equity
(0.08)
The market value of Baldwin Insurance is measured differently than its book value, which is the value of Baldwin that is recorded on the company's balance sheet. Investors also form their own opinion of Baldwin Insurance's value that differs from its market value or its book value, called intrinsic value, which is Baldwin Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Baldwin Insurance's market value can be influenced by many factors that don't directly affect Baldwin Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Baldwin Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baldwin Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baldwin Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Baldwin Insurance Market Capitalization vs. Current Valuation Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Baldwin Insurance's current stock value. Our valuation model uses many indicators to compare Baldwin Insurance value to that of its competitors to determine the firm's financial worth.
The Baldwin Insurance is the top company in current valuation category among its peers. It also is number one stock in market capitalization category among its peers creating about  0.68  of Market Capitalization per Current Valuation. The ratio of Current Valuation to Market Capitalization for The Baldwin Insurance is roughly  1.47 . At this time, Baldwin Insurance's Market Cap is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baldwin Insurance's earnings, one of the primary drivers of an investment's value.

Baldwin Current Valuation vs. Competition

The Baldwin Insurance is the top company in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is currently estimated at about 19.14 Billion. Baldwin Insurance totals roughly 4.72 Billion in current valuation claiming about 25% of equities under Financials industry.

Baldwin Market Capitalization vs. Current Valuation

Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

Baldwin Insurance

Enterprise Value

 = 

Market Cap + Debt

-

Cash

 = 
4.72 B
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.

Baldwin Insurance

Market Cap

 = 

Shares Outstanding

X

Share Price

 = 
3.22 B
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.

Baldwin Market Capitalization vs Competition

The Baldwin Insurance is number one stock in market capitalization category among its peers. Market capitalization of Financials industry is currently estimated at about 13.04 Billion. Baldwin Insurance totals roughly 3.22 Billion in market capitalization claiming about 25% of equities under Financials industry.
Capitalization  Revenue  Workforce  Total debt  Valuation

Baldwin Insurance Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Baldwin Insurance, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baldwin Insurance will eventually generate negative long term returns. The profitability progress is the general direction of Baldwin Insurance's change in net profit over the period of time. It can combine multiple indicators of Baldwin Insurance, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive IncomeB688.9 M
Operating Income-42.6 M-40.4 M
Income Before Tax-162.7 M-154.6 M
Total Other Income Expense Net-120.2 M-114.2 M
Net Loss-90.1 M-85.6 M
Income Tax Expense1.3 M1.2 M
Net Interest Income-119.5 M-113.5 M
Net Loss-164 M-155.8 M
Net Loss(1.50)(1.57)
Income Quality(0.50)(0.52)
Net Income Per E B T 0.55  0.58 

Baldwin Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Baldwin Insurance. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baldwin Insurance position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baldwin Insurance's important profitability drivers and their relationship over time.

Use Baldwin Insurance in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baldwin Insurance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baldwin Insurance will appreciate offsetting losses from the drop in the long position's value.

Baldwin Insurance Pair Trading

The Baldwin Insurance Pair Trading Analysis

The ability to find closely correlated positions to Baldwin Insurance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baldwin Insurance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baldwin Insurance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Baldwin Insurance to buy it.
The correlation of Baldwin Insurance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baldwin Insurance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baldwin Insurance moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baldwin Insurance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Baldwin Insurance position

In addition to having Baldwin Insurance in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Automobiles and Trucks Thematic Idea Now

Automobiles and Trucks
Automobiles and Trucks Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Automobiles and Trucks theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Automobiles and Trucks Theme or any other thematic opportunities.
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When determining whether Baldwin Insurance offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Baldwin Insurance's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of The Baldwin Insurance Stock. Outlined below are crucial reports that will aid in making a well-informed decision on The Baldwin Insurance Stock:
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You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
To fully project Baldwin Insurance's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baldwin Insurance at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baldwin Insurance's income statement, its balance sheet, and the statement of cash flows.
Potential Baldwin Insurance investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Baldwin Insurance investors may work on each financial statement separately, they are all related. The changes in Baldwin Insurance's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Baldwin Insurance's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.